Daniel Bystrom
Senior Vice President
Dan is an Investment Advisor specializing in the management of retirement plan assets under ERISA. He has more than three decades of experience in portfolio construction, risk management, Liability Driven Investment, and asset allocation strategies. Dan runs a Registered Investment Advisory practice in New York under the Wealth umbrella and oversees the investment of the assets in Defined Benefit Plans, Profit Sharing Plans, 401(k) Plans, Individual Retirement Accounts, and personal portfolios. Dan holds a BA in Economics from Northwestern University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
